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NYSSA’s Career Development & Student Committees present

Career Chat: Technology and Its Impact on Client Service Delivery:  Find Out What You Need to Know to Stay Competitive

Technological changes no longer impact just quants and back-office operations. During this time of massive change and consolidation in the financial services industry, technology is playing a central role in a wide range of areas that include product development, risk management, client service and more.


Come hear a panel of professionals from different sectors of the financial services industry discuss how technology changes have, and will continue to, impact the industry. Learn more about the impact of these changes, the resultant product innovations, potential new career paths and the skills needed to be successful.

DATE:
Thursday, July 16, 2009

TIME:
6:00 p.m.–7:15 p.m. | Presentation
7:15 p.m.–8:00 p.m. | Networking

LOCATION:
NYSSA
1177 Avenue of the Americas, 2nd Floor
(between 45th and 46th Streets), NYC(Directions)
Photo ID required for access to the building.

SPEAKERS:
Michael Kornhaber, Vice President, CGI Technologies & Solutions Inc. Center of Excellence for Capital Markets
Jonathan Meyer, CTO, Ipreo (providers of Bigdough and other Capital Markets and Investor Relations solutions)
T. Andrew Smith, Executive Vice President and Global Head of Business Development/Marketing, Butterfield Fulcrum
John Vinci, Managing Director, Broker-Dealer Services, Relationship Management & Client Services, The Bank of New York Mellon

FEES:
Members Free | Nonmembers $25

REGISTRATION DEADLINE:
Monday, July 13, 2009

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If you would like to media partner or sponsor any of these programs, please contact sponsorship@nyssa.org.

Chairs:

Michael Little, Director, Consulting Services, CGI
Andrew Shih

 

Speaker Bio

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Michael Kornhaber is responsible for managing CGI’s Capital Markets Center of Excellence which provides information technology services to the investment banking industry in support of capital markets platforms and infrastructure.  Prior to joining CGI, he was senior vice president of IT Services, Operations and Information Risk at JPMorgan Chase, which he joined in 2002. Kornhaber has over 20 years of experience in banking and started in the industry with Merrill Lynch in 1986.

 

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Jonathan Meyer is responsible for global development, operations and infrastructure at Ipreo, a leading global provider of new issuance software, market intelligence, and institutional data to the capital markets community. Key assets include Bigdough, one of the leading platforms used by research providers to facilitate communication with their clients. Meyer came to Ipreo from i-Deal (a subsidiary of Ipreo), where he was appointed CTO in August 2002, having previously been responsible for the firm’s application development division. Meyer has 20 years of experience in financial services technology, with particular expertise in development of syndicate technology, most notably in the creation of Merrill Lynch’s worldwide equity platform and award-winning debt syndicate system. Meyer’s senior IT positions within have spanned buy-side, sell-side and high-growth vendor organizations.

 

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T. Andrew Smith is responsible for Butterfield Fulcrum’s sales, business development, and marketing worldwide. Prior to joining Butterfield Fulcrum Group he was managing director and head of North America Securities and Fund Services for Citi which he joined in September 2004. Prior to Citi, Smith was senior vice president and division head of Plan Sponsor Services at The Bank of New York. Smith’s financial services career began at State Street Corporation in 1988 as a public sector portfolio administrator. He was later responsible for State Street’s west coast relationship management and client service operation.

 

  John Vinci is head of the Relationship Management Group within Broker-Dealer Services at The Bank of New York Mellon. As such Vinci is responsible for the overall implementation of higher service levels and client satisfaction through coverage responsiveness, product knowledge and automation. His client base consists of a wide array of financial institutions which are primarily served through BDS’s securities clearance and collateral management product lines. Vinci has been in his current role since 2002. Prior to working in BDS, he was a client executive within the Financial Institutions Group where he had worked since 1996 managing some of the largest broker dealer client relationships. Before joining The Bank of New York, Vinci was employed by J.P. Morgan Chase (formerly Chemical Bank) as a relationship manager. He majored in economics and finance at the University of Scranton and holds a BS degree.

 


 


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